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Case Studies

O.C. Tanner: Marketing with Account Intelligence Case Study

O.C. Tanner leveraged OppID to prioritize buyers and ramp demand gen with targeted marketing.
Prioritizing Buyers to Ramp Up Demand Generation with Highly Targeted Marketing

O.C. Tanner set out to launch an aggressive lead generation initiative. To drive pipeline and revenue, the company turned to BAO for an Opportunity Identification (OppID) program to better understand its target market and feed its sales organization with qualified leads. “Our reps have deep experience,” said Natalie House, Director of Customer Experience Marketing, O.C. Tanner. “But our market has more than 22,000 prospective accounts. There were untapped opportunities out there, and we knew that some very targeted marketing programs could help our reps find them.”

The Challenge
To identify opportunity, House and Ty Nilsson, Digital Marketing Manager, O.C. Tanner needed to quickly gain a deeper understanding of how their target universe looked at an individual account level.
The Solution
BAO and O.C. Tanner worked together to develop a custom OppID profile designed to capture the specific account-based insight needed to isolate O.C. Tanner’s hottest prospects.
The Execution
BAO contacted 500 organizations and interviewed executives to assess where there is real opportunity in the market and segmented the accounts based on their buying behaviors.
Opportunity Identification gave O.C. Tanner

The ability to understand and uncover opportunities within its target market in order to:

Prioritize accounts
Create a focused go-to-market strategy
Create targeted marketing campaigns to feed the sales organization with qualified leads
Turning Account Intelligent into Targeted Marketing:

With OppID insights in hand within a matter of weeks, O.C. Tanner developed an integrated direct-mail and digital marketing campaign complete with a targeted marketing mix aligned to each segment of its market.

"The account level intelligence we got from BAO helped us to get very, very granular in targeting our prospects,” said House. “We were able to determine what would resonate on an individual level and what we’d need to do to move specific prospects along.”
Segmentation was customized to O.C. Tanner’s business and based on likelihood of purchasing O.C. Tanner’s solutions and competitive factors.
Marketing Mix/Offer:
As an introduction to the O.C. Tanner value proposition, leads in every segment received a copy of O.C. Tanner’s best-selling business book, “Great Work.”
Custom Account Intelligence:

Custom account intelligence drove market segmentation and sales follow up.

Buying Plans
Pains & Challenges
Competitive Presence
Bullseye Segment

The top priority segment was made up of companies with a strategic HR initiative in the next 12 months.

Direct mail included “Great Work” and $50 Starbucks Gift Card.

Strategy: Deliver a high-value offer to the highest-priority leads to “softened the phones” for the sales reps.

Goal: Facilitate face-to-face interaction between the prospect and O.C. Tanner sales team. “The mailer gave the team something tangible to follow up on: a good reason to call and make a personal introduction,” said House.

With the buyers identified, sales focused their time and telephone activity on the hottest opportunities.

Results: The results were swift and stellar. “Based on this program, we saw two or three RFPs come in almost immediately,” said Nilsson.

Displacement Segment

The 2nd-Tier segment of companies indicated dissatisfaction with their current HR appreciation vendors.

Direct mail included “Great Work” and an offer to visit O.C. Tanner’s website to receive either a $25 or $15 Starbucks Gift Card. Leads randomly received the $15 or $25 gift card—testing the effects of monetary value.

Strategy: Leads in the 2nd segment visited an online landing page with messaging referencing current pain points to complete a Web form in order to redeem the Starbucks gift card. Funneling leads into a digital channels allowed lower-priority leads to learn more about O.C. Tanner via a lower-cost channel.


"Our successful relationship with BAO translated into a really good relationship with our sales organization. And, from a business standpoint, that’s important for us. This is our most strategic targeted program right now and, based on the results and the enthusiasm we saw from the field, we were able to get this from a small pilot to a board of directors approved program."

- Natalie House, Director of Customer Experience Marketing, O.C. Tanner

Greenfield Segment

The 3rd-Tier segment included companies that had no HR awards/appreciation solution in place or handled the function in-house.

Direct mail included “Great Work” and an offer to visit O.C. Tanner’s website to receive either a $25 or $15 Starbucks Gift Card. Leads randomly received the $15 or $25 gift card—testing the effects of monetary value.

Strategy: Leads in the 3rd segment visited a different online landing page from segment 2, which included Greenfield messaging to complete a Web form to redeem the Starbucks gift card. Choosing primarily a digital strategy allowed lower priority leads to learn more about O.C. Tanner via lower cost channel.

By collecting and understanding each leads digital footprint, marketing was able to trigger targeted lead nurture tracks to help accelerate lower priority leads along their buying journey.

Beyond fueling their demand generation efforts

House and Nilsson recognized additional use cases for the OppID intelligence across other areas of O.C. Tanner:

Go-To-Market Strategy
“We have unprecedented insight into the makeup of our market now. We know where there are immediate opportunities and where there’s a need for more education. We know where the competitors are. This has been huge from a market research standpoint, and it will help us drive overall business strategy....We know whether or not our targets are satisfied with competitors—and why.”
Product Development
“Because we worked closely with BAO to create the OppID survey, we were able to include questions that will help shape our products, like what kind of functionality our prospects are looking for, what kind of customization options they want, how they define and prioritize ease of use. We’re hearing the voice of our customer— and we’re listening.”
Branding, Positioning, Content Marketing, & Web
“We now have insight into exactly who makes up our target audience, what’s important to them, and what they’re looking for. This will impact everything from our Web architecture to the kind of content we offer and how we position ourselves."
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